As a Founding Partner and Wealth Advisor, Bob works actively with clients and their families as a trusted professional while also providing mentoring, coaching and leadership within the team. Working in conjunction with Natalie DiNunzio, he develops each client’s wealth management strategy. Bob also serves as White Blaze Wealth Management’s Chief Investment Officer; in this role, he co-chairs the firm’s Investment Committee with Kyle Heksch.
Bob previously served as an executive at a well-known Cleveland health insurance company and began his wealth management career in 1989. He earned the distinction of Rookie of the Year in Northeast Ohio in 1990, and in 1996 he founded a successful independent solo practice.
In 2009, Bob became a Founding Partner of Stratos Wealth Partners and began to evolve his practice into a successful ensemble team, White Blaze Wealth Management, in order to support the long-term financial needs of multi- generational families.
Bob received his Bachelor of Science degree in Finance from The Ohio State University, as well as a Masters of Business Administration from Arizona State University. He also earned his CERTIFIED FINANCIAL PLANNER™ designation in 1996.
Bob and his wife Tammy were married in 1984 and currently reside in Solon, Ohio. Bob and Tammy have three adult children – Ryan, Kyle and Jack, as well as two daughters-in-law, Lindsay & Angela, and two grandchildren, Violet & William.
Outside of White Blaze you probably will find Bob spending time with his family or doing outdoor fitness activities such as hiking, mountain biking, skiing or running. He also enjoys reading, particularly on topics such as value investing, history of the American West, biographies and adventure. You may also see him at a concert for one of his favorite musicians, such as Van Morrison, Bruce Springsteen or the Counting Crows.